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FIVUX vs JVMIX
FIVUX vs JVMIX Comparison
Open Charts FIVUX vs JVMIX
Macquarie Opportunity Instl
Price$37.18
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets526.12M
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
FIVUX vs JVMIX Comparison Chart in %
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FIVUX vs. JVMIX commentary
Sep 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIVUX is a StrongBuy and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. FIVUX (526M). FIVUX pays higher dividends than JVMIX: FIVUX (0.99) vs JVMIX (0.74). FIVUX was incepted earlier than JVMIX: FIVUX (12 years) vs JVMIX (28 years). FIVUX (0.94) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. FIVUX (17.00). FIVUX has a lower initial minimum investment than JVMIX: FIVUX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 4.56 vs. FIVUX (2.95). JVMIX (56.64) and FIVUX (55.72) have equivalent 5 years return.
| FIVUX | JVMIX | FIVUX / JVMIX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.94 | 0.86 | 109% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 8.618 | 12.245 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 526M | 24.3B | 2% |
| Annual Yield % from dividends | 0.99 | 0.74 | 134% |
| Returns for 1 year | 2.95 | 4.56 | 65% |
| Returns for 3 years | 11.12 | 19.78 | 56% |
| Returns for 5 years | 55.72 | 56.64 | 98% |
| Returns for 10 years | -1.10 | 59.45 | -2% |
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